Latest revision as of 15:00, 14 May 2025

Conversion Tracking Setup Process[edit]

1. Request Access[edit]

Actions: Request access to all necessary ad platforms (Google Ads, Bing Ads, Facebook Ads, etc.) and website management tools.
Responsible for: PM

2. Discuss Conversion Goals[edit]

Actions: Clarify with the client which actions they want to track (e.g., form submissions, product purchases, phone calls).
Responsible for: Artem and/or PM

3. Create a Conversion Strategy[edit]

Actions: Map out the key events and touchpoints that need to be tracked.
Responsible for: PPC specialist

4. Tracking Implementation[edit]

Actions:
- Install base tracking code (e.g., Google Tag, Bing UET) on the website using Google Tag Manager (GTM) or manual implementation.
- Set up event tracking for specific actions such as form submissions, downloads, clicks on phone numbers, or button clicks.
- Configure conversion tags in GTM, linking events to specific triggers to accurately track conversions.
- Set up custom events in GA4 to ensure all key conversion points are recorded**

@@ Line 1: / Line 1: @@
-== Request Access to all necessary ad platforms (Google Ads, Bing Ads, Facebook Ads, etc.) and website management tools. ==
+= Conversion Tracking Setup Process =
-Responsible for: PM
-== Discuss Conversion Goals with the client, clarifying the actions they want to track (e.g., form submissions, product purchases, phone calls). ==
+== 1. Request Access ==
-Responsible for: Artem and/or PM
+* '''Actions:''' Request access to all necessary ad platforms (Google Ads, Bing Ads, Facebook Ads, etc.) and website management tools.
+* '''Responsible for:''' PM
-== Create a Conversion Strategy, mapping out the key events and touchpoints that need to be tracked. ==
+== 2. Discuss Conversion Goals ==
-Responsible for: PPC specialist
+* '''Actions:''' Clarify with the client which actions they want to track (e.g., form submissions, product purchases, phone calls).
+* '''Responsible for:''' Artem and/or PM
-== Install Base Tracking Code (e.g., Google Tag, Bing UET) on the website using Google Tag Manager (GTM) or manual implementation. ==
+== 3. Create a Conversion Strategy ==
+* '''Actions:''' Map out the key events and touchpoints that need to be tracked.
+* '''Responsible for:''' PPC specialist
-== Set Up Event Tracking for specific actions such as form submissions, downloads, clicks on phone numbers, or button clicks. ==
+== 4. Tracking Implementation ==
-== Configure Conversion Tags in GTM, linking events to specific triggers to accurately track conversions. ==
+* '''Actions:'''
+** Install base tracking code (e.g., Google Tag, Bing UET) on the website using Google Tag Manager (GTM) or manual implementation.
-== Set Up Custom Events in GA4, ensuring all key conversion points are recorded in Google Analytics and attributed correctly. ==
+** Set up event tracking for specific actions such as form submissions, downloads, clicks on phone numbers, or button clicks.
+** Configure conversion tags in GTM, linking events to specific triggers to accurately track conversions.
-== Integrate with Ad Platforms, syncing GA4 and other tools to track conversions in Google Ads, Bing Ads, or Facebook Ads. ==
+** Set up custom events in GA4 to ensure all key conversion points are recorded**
-== Configure Conversion Tracking in Google Ads, setting up conversion actions such as sales, sign-ups, or leads. ==
-== Set Up Call Tracking, if applicable, using tools like Google Ads call extensions or third-party call tracking services. ==
-== Implement Cross-Domain Tracking if the client’s business spans multiple domains or subdomains, ensuring seamless tracking. ==
-== Test Conversion Tracking, ensuring that conversions are being accurately tracked across all platforms. ==
-== Set Up Attribution Models, customizing conversion attribution in Google Ads or GA4 based on the client’s needs (e.g., last-click, linear). ==
-== Check Real-Time Data, confirming conversions are tracked immediately and accurately. ==
-== Set Up Automatic Import of Conversions, ensuring conversions are synced between Google Ads and Google Analytics for easier reporting. ==
-Responsible for setting up: PPC specialist
-== Deliver the Setup Report, outlining all steps taken, key findings, and recommended next steps for improving conversion performance. ==
-Responsible for reporting: PPC specialist
-Responsible for delivering: PM
-== Deliverable: ==
-Customized conversion tracking and correct tracking of KPIs.